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Life Planning Partners’s Bruker BRKR Stock Holding History

Life Planning Partners’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-600
Closed -$44.1K – 87
2023
Q4 		$44.1K Buy
+600
New +$38.4K 0.04% 109
2022
Q3 		$31.8K Hold
600
– – 0.04% 104
2022
Q2 		$38K Hold
600
– – 0.04% 98
2022
Q1 		$39K Hold
600
– – 0.04% 100
2021
Q4 		$50K Buy
+600
New +$48.1K 0.05% 89

Other funds holding BRKR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Life Planning Partners's BRKR Position: Q1 2024 in Review

Life Planning Partners sold out of Bruker (BRKR) in Q1 2024, closing a stake of 600 shares — an estimated $44.1K sold.

Life Planning Partners first reported a position in BRKR in Q4 2021 and held it in 5 quarters. The position peaked at $50K in Q4 2021. 388 funds tracked by Wall St. Rank hold BRKR as of Q1 2024.

  • Life Planning Partners reported no remaining Bruker position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 600 Bruker shares in Q1 2024, an estimated $44.1K.
  • Life Planning Partners first reported a position in Bruker in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Bruker position peaked at $50K in Q4 2021.
  • 388 funds tracked by Wall St. Rank held Bruker as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.